Liontrust Sust Fut Mgd 6 Net Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.36%
  • 3 Year sharpe1.09
  • 3 Year alpha6.95
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 40-85%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.87%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupLiontrust
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to deliver income and capital growth over the long term (5 years or more). The Fund will invest globally. Allocations to equities, fixed income, and cash will vary over time depending on market circumstances. Asset allocation limits will remain in line with the following asset allocation ranges: Equity – 60-85%; Fixed income – 10-40%; Cash – 0-10%.

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